See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,963 | $102,604-23.0% | $86,188-8.4% | $139,434-43.4% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 33.91% | 1922.51%-1888.6pp | 1168.45%-1134.5pp | 372.94%-339.0pp |
| Employer contribution / active EE | $992 | $3,032-67.3% | $2,380-58.3% | $4,751-79.1% |
| Participant deferral / active EE | $3,717 | $4,676-20.5% | $3,985-6.7% | $6,710-44.6% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |